Affinity Reviews & Product Details

Affinity helps our team stay organized with all of our prospects and spearheads our team's collaboration with new business efforts. In addition to prospect organization, Affinity allows us to stay organized with our network of influencers and champions. Review collected by and hosted on G2.com.

There isn't anything glaring that our team dislikes. The Affinity team is extremely responsive and that allows us to make any necessary changes to the platform. They also do a fantastic job of notifying our team on any new features and are extremely hands-on during the onboarding process of a new employee.

One thing that can improve is having more consistency with the Affinity Relationship Intelligence tool. I try and use that when identifying connects to venture capital firms. I often find that the tool doesn't pull all of our connections. For example, on the General Catalyst portfolio page, it didn't pull all of our firm's connections. Hubspot is a client that we collaborate with on a daily basis and the Affinity Relationship Intelligence only pulled GC and one other company. Review collected by and hosted on G2.com.

Affinity has been a refreshing tool for our CRM, as we migrated from a competing platform to Affinity. We are an investment firm and primarily use the CRM to log contacts, map relationships, strengths of those connections, and map our deal pipeline. The ability to map email activity has been a game changer! Review collected by and hosted on G2.com.

This is not a "dislike" but more of an adjustment for our firm as we transitioned Interface is more "trendy" (e.g. responsive design, sleek interface) which was a cultural adjustment for our firm as we were not used to the more "modern" style versus more traditional CRMs that are more clunky. We also know there are some adjustments and improvements to come in terms of time-series reporting and analytics, which will be helpful. Review collected by and hosted on G2.com.

- Having the entire email history from all of our various team members and network sync with our data base allows us to not miss out on relationships that we would have otherwise missed due to non-compliance around logging meetings, notes, etc. (people are shocked that I'm able to refer to meetings in 2012 even though we've only been using Affinity for a couple years)

- UX/UI is very clean (i.e., love "Excel" based list style) and there are a lot of features that help save key strokes / automate processes (i.e., automated fields, reminders, triggers). Having a lightweight mobile app helps for pre-meeting prep on trips. Review collected by and hosted on G2.com.

- Needs better out-of-the-box reporting and not especially well built for broker type relationships (i.e., managing banks, lenders, etc.)

- Would like better meshing between Opportunities and Companies

- Would like a more robust importer Review collected by and hosted on G2.com.

I've been able to effectively collaborate with key team members to amplify our networks. The ability to have so much collaboration creates more value across our networks. I've also found the product to be extremely easy to use. Review collected by and hosted on G2.com.

So far so good! There isn't anything I don't dislike. Review collected by and hosted on G2.com.

It's easy to get started, the UI is elegant, the Crunchbase integrations are helpful, and it's easy to configure to how we work. The integration with calendar and email is really helpful to make sure things don't drop through the cracks. Review collected by and hosted on G2.com.

The analytics capacity is sorely lacking relative to a more full feature CRM like a Salesforce. You can't really run reports. I wanted to get the raw data behind all the opportunities that had moved through a given stage in a time window, and there was no way to get the raw data, only aggregates.

Also, the API is a bit under-featured but it's getting better. Review collected by and hosted on G2.com.

I like the way Affinity scrapes emails and makes my relationships and conversations known before I reach out to a prospect. Also love how easy it is to create various columns and use filters Review collected by and hosted on G2.com.

I think the dashboards and reporting need some improvement Review collected by and hosted on G2.com.

Affinity has incredible flexibility and customization. For users who are looking to utilize custom fields, automation, and network intelligence (i.e., recommended pathways to an introduction), there is no better tool. Review collected by and hosted on G2.com.

Can't think of anything really. The product and the team were fabulous. Review collected by and hosted on G2.com.

The API and integrations are definitely the most valuable piece of this from my perspective (IT) Review collected by and hosted on G2.com.

The limitations around calculated formulas, although they are working on solving this with integrations into GSheets, and other components. Review collected by and hosted on G2.com.

Affinity provides extreme clarity on the relationships in our network, especially to overlapping ones. We don't have to manually figure out relationship strengths. That process is time-consuming, and reaching out from the wrong point of contact can lead to dead ends. Review collected by and hosted on G2.com.

Nothing I can think of. Every feature has been useful. Review collected by and hosted on G2.com.

Access to support is key. There are many aspects to understand and direct access to support simplifies the frustration. Review collected by and hosted on G2.com.

There are many variables in Affinity which feel overwhelming. Integrations could also be more simplified. Review collected by and hosted on G2.com.